Escalent: Affluent Investors Increasingly Use Robo Advisors
Yahoo Finance·2025-12-09 04:25

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A new Investor Brand Builder report from data analytics and advisory firm Escalent found that trust in and engagement with financial advisors has reached a new high among affluent investors—those with at least $100,000 in investable assets. However, advisors still need to do some catch-up work with investors’ increasing reliance on digital tools and robo advisors. “The current affluent investor ...